+303.1%
FLEX vs NDAQ
+120.1%
+182.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.3% | +4.1% | +3.8% |
| 7D | +2.2% | 0.0% | +2.3% | +2.3% |
| 30D | -32.6% | +16.3% | -49.0% | -34.4% |
| 3M | -35.5% | +15.8% | -51.3% | -37.1% |
| 6M | -45.6% | +24.8% | -70.4% | -48.2% |
| YTD | +30.7% | +14.1% | +16.6% | +28.8% |
| 1Y | +28.4% | +26.5% | +1.8% | +18.8% |
| All | +303.1% | +120.1% | +182.9% | +215.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NDAQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling